TechKnowledge Content
SUMMARY
Is there a way to print the Receivables Aged Trial Balance for only customers with a balance that is 91 or more days past due?
MORE INFORMATION
NOTE: This will print only customers that have a balance in the 91+ bucket, but if those same customer also have something is the 30-60, 60-90 etc. that information will print as well.
1. In the Report Restrictions window choose New. Name the restriction 91 and over.
In the functions section, click on the drop-down list for functions and choose EXISTS. Then choose the Add Function button.
In the fields section, click on the drop-down list for Report Table and choose the RM Document Temporary File. Click on the drop-down list for Table Fields and choose Aging Bucket. Choose the Add Field button.
In the Operators section, choose the > button.
In the constants section, click on the drop-down list for Type and choose Integer. Change the Constant to 3. Choose the Add Constant button.
The Restriction Expression should read:
EXISTS(RM_Document_TEMP.Aging Bucket >3)
Choose the OK button.
2. In the Report Restrictions window choose New again. Name the restriction Aging Bucket.
In the Fields section, click on the drop-down list for Report Table and choose the Receivables Apply Document Temp File. Click on the drop-down list for Table Fields and choose Apply To Amount. Choose the Add Field button.
In the Operators section, choose the = button.
In the fields section, click on the drop-down list for Report Table and choose the Receivables Apply Document Temp File. Click on the drop-down list for Table Fields and choose Apply To Amount. Choose the Add Field button.
The Restriction Expression should read:
RM_Applied_TEMP. Apply To Amount=RM_Applied_TEMP. Apply To Amount
Choose the OK button. Close the Report Restrictions window.
3. Click OK in the Report Definition window.
From the top menu bar, choose File - Great Plains Dynamics.
Give users access to the modified report in the Security Setup window (Setup - System - Security) within Dynamics.
NOTE: The constants may vary from system to system. The constant of 3 is based on how your aging buckets are set up under the Receivables Management Setup window within Dynamics (Setup-Sales-Receivables).
This article was TechKnowledge Document ID: 18146
